Matthew Louis Brtek

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 07/2021
  Lou'S Thrifty Way
  Norfolk, NE
• 04/2018 → 07/2021
  Waddell & Reed, Inc.
  Omaha, NE
• 01/2016 → 05/2018
  Beta Theta Pi - Eta Iota
  Omaha, NE
• 01/2019 → 07/2021
  Various Insurance Carriers For W & R Ins Agency
  West Point, NE
• 01/2019 → 07/2021
  Shawn Macken
  Omaha, NE
• 03/2019 → 07/2021
  The Expanse Team Inc
  Omaha, NE
• 07/2021 → 04/2023
  Lpl Financial Llc
  Omaha, NE
• 04/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-07-21 → 2023-04-28
  Lpl Financial Llc
  Omaha, NE
  West Point, NE
  Savage, MN
• 2019-01-04 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Omaha, NE
  Omaha, NE
  West Point, NE
  West Point, NE
  West Point, NE

Other Businesses

1) 08/2010 - Outside/W-2 Employment / Lou's Thrifty Way / Not Investment Related / 3Hrs/Mo 0Hrs/Mo During Trading / Norfolk, NE 68701 2) 05/31/2022 - Sweet Treat Rentals - Not Investment Related - 804 S Pine Street, Norfolk, NE 68701 - Other - Equipment Rental - owner - Start Date - 06/01/2022 - 4 Hours Per Month/ 0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-03